Financial Advisory Client Support Specialist

Morgan-Stanley; Paramus (NJ); On-site; USD 31,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Job summary

Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client support and service daily. You will assist Financial Advisors and teams, answer non-investment questions, process money movements, and onboard clients.

The role emphasizes accuracy, strong communication, and proficiency with MS Office and digital tools. A High School Diploma is required, with College degree preferred, and Series 7/66 or 63/65 registrations.

Qualifications

• Strong client service mindset with excellent written and verbal communication.
• Ability to handle multiple tasks and prioritize in a fast-paced environment.
• Familiarity with digital tools (MSOnline, eSign, eAuthorization) and basic account documentation.

Responsibilities

• Provide service coverage for FAs/PWAs/teams and assist with client relationships.
• Process money movement requests and answer non-investment questions about accounts.
• Enter client profile data and onboard clients, ensuring required documentation is collected.

Skills

Customer service

Microsoft Office

Interpersonal skills

Time management

Detail oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

MS Office

Job description

Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client support and service daily. You will assist Financial Advisors and teams, answer non-investment questions, process money movements, and onboard clients.

The role emphasizes accuracy, strong communication, and proficiency with MS Office and digital tools. A High School Diploma is required, with College degree preferred, and Series 7/66 or 63/65 registrations.